Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.52M Buy
7,107
+71
+1% +$25.2K 1.03% 33
2025
Q1
$2.07M Buy
7,036
+117
+2% +$34.4K 0.95% 44
2024
Q4
$2.3M Sell
6,919
-103
-1% -$34.2K 0.98% 29
2024
Q3
$2.33M Buy
7,022
+23
+0.3% +$7.62K 1.04% 22
2024
Q2
$2.19M Sell
6,999
-80
-1% -$25.1K 1.25% 23
2024
Q1
$2.21M Buy
7,079
+98
+1% +$30.6K 1.08% 21
2023
Q4
$1.68M Buy
6,981
+58
+0.8% +$14K 0.88% 39
2023
Q3
$1.48M Buy
+6,923
New +$1.48M 0.92% 36
2023
Q1
$1.34M Buy
8,730
+114
+1% +$17.5K 1.23% 30
2022
Q4
$1.41M Sell
8,616
-66
-0.8% -$10.8K 0.87% 39
2022
Q3
$1.16M Sell
8,682
-507
-6% -$67.6K 0.73% 53
2022
Q2
$1.35M Sell
9,189
-164
-2% -$24K 0.77% 48
2022
Q1
$1.42M Buy
9,353
+90
+1% +$13.7K 0.73% 50
2021
Q4
$1.49M Buy
9,263
+336
+4% +$53.9K 0.91% 44
2021
Q3
$1.47M Buy
8,927
+110
+1% +$18.1K 0.81% 52
2021
Q2
$1.44M Buy
+8,817
New +$1.44M 0.81% 55